❯ TrendForce: iPhone 18 Pro BOM Cost Expected to Rise Nearly 38% on Memory Price Hikes

COST SURGEAccording to TrendForce, the 256GB iPhone 18 Pro will see bill-of-materials costs about 38% higher than the iPhone 17 Pro, driven mainly by surging memory prices.

MEMORY SHAREMemory’s share of total device BOM cost has surged from roughly 10% a year ago to 34% today. TrendForce expects that share to break 40% in the first half of 2027, and Apple will most likely have to absorb the increase by compressing gross margins rather than raising prices sharply.

COST BURDENFor Apple’s pricing team, this memory cycle is harder than the past few generations — the call between raising retail prices and continuing to eat margin has to be made before the September launch event.

▪ SIGNALThis memory cycle has hit final pricing directly, and Apple’s gross margin is the first place to feel the pressure.